Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING JUN 15, 2017
Should your 401(k) fund be packed with tech stocks?

Finding the "right" amount depends on your other holdings, your appetite for risk and how close you are to retirement.

By Bloomberg
RETIREMENT PLANNING JUN 14, 2017
DOL fiduciary rule: When advisers actively seek to use BICE

Many advisers are embracing an exemption they've frequently derided, even though a less-contentious one is available for annuity sales.

By Greg Iacurci
RETIREMENT PLANNING JUN 14, 2017
Tips to help you make sure you're really saving enough for retirement

More than a dozen retirement experts weigh in with their advice.

By Bloomberg
RETIREMENT PLANNING JUN 14, 2017
Retiree health care costs rising faster than Social Security benefits

Allocating a portion of savings in the right accounts can help manage costs.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 13, 2017
$470M retirement-focused RIA joins LPL

The RIA was previously affiliated with Kestra Investment Services.

By Greg Iacurci
RETIREMENT PLANNING JUN 13, 2017
The little-known alternative to multiple employer plans gaining popularity with advisory firms

Some advisory firms are using 81-100 trusts as a way to deliver scalable fiduciary investment services to the small 401(k) market.

By Greg Iacurci
RETIREMENT PLANNING JUN 12, 2017
Fidelity launches funds that can make RMDs for aging baby boomers

The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.

By Greg Iacurci
RETIREMENT PLANNING JUN 12, 2017
Merrill Lynch to settle 401(k) lawsuit for $25 million

Plaintiffs alleged Merrill Lynch didn't apply fee discounts for mutual funds to which some small retirement plans were entitled.

By Greg Iacurci
RETIREMENT PLANNING JUN 12, 2017
Northrop Grumman settles fiduciary breach lawsuit with DC plan participants

The $16.75 million settlement comes after 10 years of litigation.

By Robert Steyer
RETIREMENT PLANNING JUN 09, 2017
Your Social Security benefits could increase in 2018

Those who are already receiving benefits could get a boost from a cost-of-living adjustment projected for next year. But will it make up for the negative impact of rising inflation?

By Mary Beth Franklin
RETIREMENT PLANNING JUN 09, 2017
As DOL fiduciary rule takes effect, B-Ds focus on compliance

Firms have trimmed their lineups of investment products, leveled broker compensation and standardized compensation across product lines

By Greg Iacurci
RETIREMENT PLANNING JUN 08, 2017
Stepping out of the defined contribution 'echo chamber'

Relying on mainstream concepts is becoming dangerous for retirement plan advisers when working with clients.

By Fred Barstein
RETIREMENT PLANNING JUN 08, 2017
The disclosure 401(k) advisers may be missing under the DOL fiduciary rule come June 9

The regulation will trigger a fiduciary acknowledgement from advisers. But, strangely, it's not a disclosure mandated by the rule itself.

By Greg Iacurci
RETIREMENT PLANNING JUN 08, 2017
How the future of your retirement savings hinges on the fate of the fiduciary rule

While Washington wrestles with the fate of the fiduciary rule, the financial advice landscape remains supremely dangerous.

By Bloomberg
RETIREMENT PLANNING JUN 08, 2017
Where retirement advisers should focus their preparations for the DOL fiduciary rule

The fact that the impartial conduct standards are the sole requirement of BICE during the transition period speaks volumes to their importance to retirement advisers.

By Bloomberg
RETIREMENT PLANNING JUN 07, 2017
Labor Secretary Acosta: Concerns with DOL fiduciary rule 'not heard' during original rulemaking

A request for information sent yesterday to the Office of Management and Budget is the first step in reviewing the rule, Mr. Acosta said. <b>Plus, <a href=&quot;http://www.investmentnews.com/article/20170607/FREE/170609954/investment-adviser-association-members-take-complaints-about-dol&quot; style=&quot;color:#b10816&quot; target=&quot;_blank&quot;>Investment Adviser Association members take complaints about DOL rule to Capitol Hill</a>.</b>

By Greg Iacurci
RETIREMENT PLANNING JUN 06, 2017
How much you need to earn to comfortably afford both college and life

Tuition versus cost of living in the U.S., state by scary state.

By Bloomberg
RETIREMENT PLANNING JUN 05, 2017
Social Security cost-of-living adjustment predicted for 2018

But a significantly higher increase would not make up for the negative impact rising inflation has had on seniors' buying power.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 05, 2017
Are we calculating investor underperformance in the right way?

One retirement study needs to make its results more meaningful in terms of actually identifying voluntary poor behavior.

By Wade D. Pfau
RETIREMENT PLANNING JUN 01, 2017
US homes are finally getting smaller

Any trend toward smaller homes would be welcome news in many U.S. housing markets.

By Bloomberg